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Charles Angle, Cfp® Email & Phone Number
I help families, business owners, and foundations plan for the future and protect, invest, and grow their assets.
at
ROSENBLUM SILVERMAN SUTTON S F INC
1 work email found
@summitry.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
I help families, business owners, and foundations plan for the future and protect, invest, and grow their assets.
Location
San Francisco, California, United States
Who is Charles Angle, Cfp®? Overview
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Quick answer
Charles Angle, Cfp® is listed as I help families, business owners, and foundations plan for the future and protect, invest, and grow their assets. at ROSENBLUM SILVERMAN SUTTON S F INC, based in San Francisco, California, United States. AeroLeads shows a work email signal at summitry.com and a matched LinkedIn profile for Charles Angle, Cfp®.
Charles Angle, Cfp® previously worked as Principal at Cerity Partners and Financial Advisor at Summitry. Charles Angle, Cfp® holds Master Of Science - Ms, Advanced Financial Planning, Concentration In Taxation from Golden Gate University.
Company email context
Email format at ROSENBLUM SILVERMAN SUTTON S F INC
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{first}@summitry.com
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AeroLeads found 1 current-domain work email signal for Charles Angle, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Charles Angle, Cfp®
Specialties: Certified Financial Planner ™, Series 65 Multi-lingual: English (native), French (native), Spanish (proficient)Citizenships: USA and France
Listed skills include French, Economics, Corporate Finance, Analysis, and 14 others.
Current workplace
Charles Angle, Cfp®'s current company
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9 roles
Charles Angle, Cfp® work experience
A career timeline built from the work history available for this profile.
Principal
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
Oct 2023 - Sep 2024
Financial Advisor
Summitry is a wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.
Apr 2021 - Oct 2023
Financial Planning Associate
Sep 2017 - Apr 2021
Sr. Private Client Advisor
Jan 2014 - Sep 2017
Client Service Representative, Ib
Feb 2013 - Jan 2014
Information And Research Associate
Aug 2012 - Feb 2013
Service Delivery Associate
Serve as primary point of contact for receiving all new data, identify the problems and allocate to appropriate resources.Clarify and support all clients requests and develop resolutions, or course of action with engineers, vendor, or client to insure that disruptions are resolved before deadlines approach.Built client specific filters to streamline searches in order reduce time in the searching of individual problems, for my team. Position evolved into greater responsibility to cover more global solutions.Manage relationships with large multi-national clients (specifically General Motors and AT&T)
Jun 2010 - May 2012
Project Analyst
Responsible for researching companies in the mining sector, specifically in gold.Fundamental researcher into companies with potential for future investment and maintained communication with High Net-Worth individuals, families and trusts.Built and maintained the MPAM’s gold company database with detailed industry models via Bloomberg.Worked with MPAM head portfolio manager and assisted in all valuation work
Oct 2009 - Jun 2010
4 education records
Charles Angle, Cfp® education
Master Of Science - Ms, Advanced Financial Planning, Concentration In Taxation
Golden Gate University
Ma (Hs) Sustainable Development W/ Environmental Economics
University Of St Andrews
Education record
Brentwood College School
Education record
Lycee Francais Laperouse
FAQ
Frequently asked questions about Charles Angle, Cfp®
Quick answers generated from the profile data available on this page.
What company does Charles Angle, Cfp® work for?
Charles Angle, Cfp® works for ROSENBLUM SILVERMAN SUTTON S F INC.
What is Charles Angle, Cfp®'s role at ROSENBLUM SILVERMAN SUTTON S F INC?
Charles Angle, Cfp® is listed as I help families, business owners, and foundations plan for the future and protect, invest, and grow their assets. at ROSENBLUM SILVERMAN SUTTON S F INC.
What is Charles Angle, Cfp®'s email address?
AeroLeads has found 1 work email signal at @summitry.com for Charles Angle, Cfp® at ROSENBLUM SILVERMAN SUTTON S F INC.
Where is Charles Angle, Cfp® based?
Charles Angle, Cfp® is based in San Francisco, California, United States while working with ROSENBLUM SILVERMAN SUTTON S F INC.
What companies has Charles Angle, Cfp® worked for?
Charles Angle, Cfp® has worked for Rosenblum Silverman Sutton S F Inc, Cerity Partners, Summitry, Bank Of The West / Bnp Paribas Wealth Management, and Charles Schwab.
How can I contact Charles Angle, Cfp®?
You can use AeroLeads to view verified contact signals for Charles Angle, Cfp® at ROSENBLUM SILVERMAN SUTTON S F INC, including work email, phone, and LinkedIn data when available.
What schools did Charles Angle, Cfp® attend?
Charles Angle, Cfp® holds Master Of Science - Ms, Advanced Financial Planning, Concentration In Taxation from Golden Gate University.
What skills is Charles Angle, Cfp® known for?
Charles Angle, Cfp® is listed with skills including French, Economics, Corporate Finance, Analysis, Crm, International Relations, Portfolio Management, and Research.
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